Position in WELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$712,912
+$191,156 QoQ
Shares Held
3,141
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#831
of 1,581 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in WELL Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Moran Wealth Management, LLC holds $1,999,309 across 2 REIT - Healthcare Facilities names. WELL ranks #2 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
31,881 | $1,286,397 | |
| 2 | WELL |
Welltower Inc.
This page
|
3,141 | $712,912 |
All Filings in WELL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,912 | 3,141 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $521,756 | 2,639 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $547,363 | 2,949 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $632,931 | 3,553 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $517,608 | 3,367 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $375,977 | 2,454 | Shares | Defined | 2025-04-23 | |
| 2024-09-30 | $2,770,057 | 21,636 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,268,688 | 21,762 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,111,557 | 22,598 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,729,190 | 19,177 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $3,831,193 | 47,363 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,301,898 | 46,058 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||